aus dem CC:
Frage Uwe Schupp: Secondly, on OLED. Just on the numbers, how much was the impact from removing OLED from the guidance, particularly on orders, I guess, or maybe even on revenue? And then maybe also following on Janardan's question. How should we imagine the process with your customer? Are you working with the customer and, at the same point in time, telling that by 30th of June next year, we need an order or otherwise the project will be dying, because I remember we have been here before a few quarters ago where you basically already said, okay, this will be the last time we will be delayed and now it keeps on trading on?
Felix Grawert Let me come to your 2 questions on the OLED side. So your first question was how big the impact on the guidance was. So the impact on the guidance was about, let me say, a few tens of millions, yes, that we took out by now moving the OLED order from 2019 to 2020. And the second question I got is, is this a never ending story, yes, the OLED? So the answer to that is, it clearly has taken us longer than we had expected. This is why now the correction of that one, but we now clearlysee light at the end of the tunnel, yes, and we plan how to get there. I would say, no, it's not a never ending story, but we have a viewpoint where we want to end with it, yes, or where we come out of the tunnel in a positive way.
Nach meiner Meinung läuft alles nach Plan. Ich habe schon öfter geschrieben, dass es viel länger dauert als sich die meisten hier vorstellen bis eine neue Technologie aus dem Labor die vollen PS aus die Straße bringt.
.....With regards to OLED, our Gen2 tool is jointly being operated by a team of engineers of our customer and of our subsidiary APEVA. Together, they are optimizing OLEDs produced with our OVPD technology as well as the deposition tool. This is an iterative process, meaning an OLED is produced, measured and analyzed. Then the process parameters are adapted and changes to the tool are being made.Finally, the next batch of OLEDs is being produced, insights are gained and used for the next iteration and so on. With this process, we enhance the performance of our OVPD technology, which the customer then evaluate versus the incumbent VTE technology. As this procedure is still ongoing, we do not expect our customer to place a follow-up order for a larger tool by the end of this year. We, therefore, now expect such order to be placed during the first half of 2020. Kein vernünftiger Unternehmer würde 25 Millionen (2018) in die Entwicklung eines Tools stecken wenn man nicht vom Erfolg überzeugt wäre.
Gruß baggo-mh
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